Estate Planning. Whether designing a first plan or revising an existing plan, estate planning is a dynamic creative process which requires input and participation from the client, the attorney, and often the client’s other trusted advisors. An effective estate plan coordinates the use of powers of attorney, medical directives, wills, trusts, property agreements, and beneficiary designations to produce an efficient, personal and meaningful transfer of wealth.

Tax Planning. Tax Planning includes the analysis, planning and implementation of appropriate strategies for federal and state estate taxes, gift taxes, generation-skipping transfer taxes, and income taxes on trusts, estates, decedents and beneficiaries.

Closely-Held Businesses. Business succession planning is a critical element of estate planning for owners of closely-held businesses. Business succession balances the transfer of equity and management between current and future owners.